Biotech 2008 - Life Sciences: A 20/20 Vision to 2020

Table of Contents

Chapter 1: 20/20 Vision to 2020

• Our Vision
• Healthcare
• AgBio
• The Global Scene
• Business Models and Market Cap

Chapter 2: Industry Metrics

• 2007 Snapshot
• The Capital Markets
• Financings
• M&A/Partnering
• Regulatory
• Biofuels in the Melting Pot
• Global Biotech Crop Area Increased
• International
• Burrill' s Predictions for Biotech in 2008

Chapter 3: Healthcare

• Pharma Readies for the Future
  • Modest Growth Predicted for Pharmaceutical Market
  • Mixed Year for Pharma and Biotech
  • Pharma' s Top-Selling Drugs Starting to Peak
  • Steady Growth for Biotech Drugs
  • Product Approvals
  • Selected Major Setbacks in 2007
  • Innovation Gap Still Wide
  • Healthcare Spending
• Personalized Medicine
  • Investors Wowed by Personalized Medicine
  • Diagnostics Companies Have a Good Year
  • Companion Diagnostics
  • Reimbursement is Critical
  • Dx Attracts Venture Capital and Suitors

Chapter 4: Wellness

• Consumers Want a Quality Experience
  • Big Food Goes Healthy
  • Wall Street Performance
  • M&A
  • Investors Whet Their Appetite
  • The International Market
  • The Regulatory Arena
• Wellness and Prevention: The New Watchwords of Healthcare
  • Nutrigenomics Advances Personalized Nutrition
• Healthy Aging
  • Using Beauty Drugs and Foods to Slow the Advance of Time
  • Organic Becomes Mainstream
• Targeting Obesity
  • Biotech and Pharma Weigh In
  • Functional Foods for Weight Control
• Edible Remedies
  • Medical Foods and Plant-based Therapies
  • Functional Foods
  • Probiotics: Focus on Digestive Health
  • Supplements
• Looking Ahead

Chapter 5: Emerging Technologies

• Technologies Impacting Healthcare
• Systems Biology
  • From Sequences to Systems Biology
  • Systems Biology Alters Drug Development
• Nanomedicine
  • Nanotubes
  • Nanowires
  • Nanodiagnostics
• NIH Roadmap 2008
  • Human Microbiome Project
  • Epigenomics
• The Quest for the $1,000 Genome
  • The X PRIZE
  • Human Whole-Genome Sequencing
  • Illumina Sequences Genome of African Male
  • Scientists Create First Synthetic Bacterial Genome
• The Power of RNA
  • RNA Interference-Switching Genes Off
  • RNA Activation-Switching Genes On
  • microRNA-Great Potential in Diagnostics and Treatments
• Gene Therapy
• Genomics: Back on the Radar Screen

Chapter 6: Politics and Policy

• FDA Amendments Act: Higher Fees, Enhanced Safety 118
  • PDUFA IV: Booming User Fees
  • Trials Registry and Databank
  • Conflict of Interest Waivers
  • What We Talk About When We Talk About Preemption
  • Post-Vioxx: The Need for Improved Drug Safety
  • FDAAA and Safety
  • Medical Device User Fee and Modernization Act
• Changing Landscape 126
• Diagnostics and Devices 128
  • Genomics: The Future of Safety?
  • The Genomics and Personalized Medicine Act of 2007
  • Personalized Medicine Milestone: Warfarin
  • IVDMIAs: FDA Revises Draft Guidance
  • MammaPrint: The First
  • Report Roundup: Genetics Tests and Nanotech Draw Scrutiny from Federal Agencies
  • Other Device and Diagnostic News
• Patents: Worrisome Patent Changes on the Horizon
  • In the Courts
  • New USPTO Rules
  • Patent Reform Legislation
  • Storm Warnings
• Global Stem Cell Developments
  • Asia Moves Forward With Stem Cell Research
  • Other Stem Cell News
• Asian Trends
• An Overview of EU Developments

Chapter 7: Agbio

• The Gene Revolution Transforms the Green Revolution
• Companies Drive Innovation
  • Monsanto: A Long List of Deals
  • Syngenta Goes East-To China and Australia
  • Dow Goes South-To Latin America
  • DuPont: Busy Globally
  • Brazil: A Growing Player
• Transgenics Become Mainstream
  • Global Metrics
  • Countries Move to Develop Own GM Technology
  • US Farmers Embrace Transgenics
  • Genetic Modification Taking Root in Europe-Slowly
  • The Changing Regulatory Landscape
• Enabling Technologies
  • RNA Interference as a Pesticide
  • Bioremediation
  • Enhancing the Nutritional Quality of Food
  • Molecular Breeding, A Next-Generation Technology
  • Plant-Made Pharmaceuticals Become a Reality
  • Transgenic Animals
• Looking Ahead

Chapter 8: Industrial Biotech and Biofuels

• The New Bio-Economy
  • International Initiatives
  • The United States: the Energy Independence and Security Act of 2007
• Corporate Developments
  • Companies Push into the Global Market
  • Oil Companies Get Green
  • Cleantech Fuels VC Interest
  • Alternative Energy Gets US Government Backing
• Bioenergy
  • Ethanol
  • Cellulosic Ethanol/Biomass
  • Biodiesel
  • Algae: A Potential Next-Generation Feedstock
  • Using Synthetic Biology To Make Designer Microbes
  • Microbial Fuel Cells
  • Bioplastics
  • Integrated Biorefineries
  • Biochememicals
• Looking Ahead

Chapter 9: International

• Europe
• Denmark
• Canada
• Australia/New Zealand
• China
• Japan
• Malaysia
• India

Chapter 10: M&A/Partnering

• Activity Down
• Select M&A Transactions
  • $5-Billion-plus Deals
  • $1-Billion-plus Deals
  • Specialty Sector Transactions
  • Cancer
  • Trends
  • Regional M&A
• Partnering
  • Deal Activity
  • The Top 18
  • Regional Alliances
  • Analysis of Transactions
• The Outlook to 2020

Chapter 11: Finance & Capital Markets

• No Shortage of Capital for Biotechs
• Positive Year for Biotech IPOs
• China Connection
• Other IPO Winners
• On the Runway
• PIPEs-An Essential Vehicle for Biotech
• Follow-Ons
• Debt
• Venture Capital at Record Levels
• Positive Performance on Capital Markets
• Billion-Dollar Club
• Burrill Mid-Cap Index
• Burrill Small-Cap Index
• Creative Financing and Listing Alternatives
  • Euronext
  • Biotech Platform
• Looking Ahead
• Industry Financial Data Reconciliation
• Companies Ranked by December 31, 2007 Market Cap
• Companies in Alphabetical Order

Chapter 12: About Burrill & Company

• Burrill & Company
• Venture Capital
• International
  • Greater China Group
  • India Group
  • Japan Group
  • Latin America Group
  • Malaysia Group
  • Middle East Group
• Advisory Boards
• Large Corporate Limited Partners
• Portfolio Companies
• Private Equity
• Merchant Banking
• Media